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Brilliant Investment Thinking by Advisers for Advisers.
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The 'safer sandbox': Government doubles down on super path to increased advice access

The minister is putting his financial advice eggs in the superannuation basket, with dramatic changes to the existing intrafund advice models being considered....

Orwellian doublespeak and the great 'retire rich' lie

Breaking superannuation into three different funding models may not be the right answer, but at least it cuts through the fallacy at the heart of our...

'Macro event' to erase property market's 2023 gains in second half of the year: SQM Research

The domestic economy is reaching a tipping point, says SQM Research's Louis Christopher, with the property market only a step behind. Valuation increases...

SMSF trustees lack diversification, still underweight international shares

With new data showing offshore share investments comprise just 2 percent of total self-managed superannuation fund assets in Australia, advisers are warning...

Start clients on values early to avoid 'biggest fear' upon wealth transfer

Praemium's Matt van Dijk sat down with Brisbane adviser Francis Rigby to talk about the most commonly unmet advice need in the country. Talk about values with...

High tax-payers set to gain max benefit from investment bonds: Foresters

For the right investor, investment bonds can provide a seriously beneficial after-tax return according to Foresters Financial chief executive Emma Sakellaris.

Art investment in SMSFs 'not easily done', but trustees backing their taste

With almost $600 million worth of SMSF assets held in art - up 54 per cent since 2016 - the original alternative investment is seeing a significant resurgence...

Reprieve in sight for franked distributions funded by capital raisings

Stakeholders have welcomed a recommendation from the Senate Economics Legislative Committee that the government review its controversial plan to limit franking...

Shhh... don't mention the wealth: Family offices fret about online boasting

A desire to flaunt ubiquitous wealth on social media is putting moneyed families at risk, according to family office representatives, with extortion and...

'Neither simple nor fair': Super stakeholders push back over unrealised gains hurdle

While the move to tax superannuation balances above $3 million at a higher rate would affect only a handful of people at first, if the threshold is not indexed...

Upfront advice tax deductibility a possibility mid-2023 after four years of consultation

Back in 2019, then-FPA CEO Dante De Gori and Tangelo Advice Consulting's Conrad Travers engaged the ATO to see if it would be open to updating guidance on the...

'Not aligned to reality': Tomorrow's retirees want $99K per year in today's terms

Working Australians aren't getting real when it comes to plausible retirement ages and income levels, according to data from Vanguard, with a new report...

Budget delivers cost-of-living relief and surplus, but super tax provisions draw industry ire

The federal government plans to use part of the $4.2 billion projected budget surplus to provide cost-of-living relief for Australian households and small...

Super fund satisfaction levels drop as market volatility bites

Australians across the board are less satisfied with their superannuation funds than they were a year ago, a new report from Roy Morgan showed, with share...